Highfields Capital Management’s American Tower AMT Stock Holding History

Highfields Capital Management’s Portfolio AMT Stock Details AMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-90,000	Closed	-$13M	–	47
2018 Q2	$13M	Sell	90,000 -110,000	-55%	-$15.3M	0.14%	50
2018 Q1	$29.1M	Hold	200,000	–	–	0.26%	47
2017 Q4	$28.5M	Sell	200,000 -459,386	-70%	-$65.6M	0.24%	54
2017 Q3	$90.1M	Sell	659,386 -1,825,850	-73%	-$254M	0.78%	34
2017 Q2	$329M	Sell	2,485,236 -3,187,007	-56%	-$408M	2.44%	14
2017 Q1	$689M	Buy	5,672,243 +7,057	+0.1%	+$776K	6.39%	3
2016 Q4	$599M	Buy	5,665,186 +2,312,886	+69%	+$251M	4.97%	6
2016 Q3	$380M	Hold	3,352,300	–	–	3.56%	8
2016 Q2	$381M	Hold	3,352,300	–	–	3.32%	11
2016 Q1	$343M	Buy	3,352,300 +30,300	+0.9%	+$2.83M	3.2%	12
2015 Q4	$322M	Hold	3,322,000	–	–	2.77%	10
2015 Q3	$292M	Buy	+3,322,000	New	+$313M	2.58%	11

Other funds holding AMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return

Highfields Capital Management's AMT Position: Q3 2018 in Review

Highfields Capital Management sold out of American Tower (AMT) in Q3 2018, closing a stake of 90,000 shares — an estimated $13M sold.

Highfields Capital Management first reported a position in AMT in Q3 2015 and held it in 12 quarters. The position peaked at $689M in Q1 2017. 1,087 funds tracked by Wall St. Rank hold AMT as of Q3 2018.

Highfields Capital Management reported no remaining American Tower position as of Q3 2018 after selling out during the quarter.
Highfields Capital Management sold 90,000 American Tower shares in Q3 2018, an estimated $13M.
Highfields Capital Management first reported a position in American Tower in Q3 2015 and held it in 12 quarters.
Highfields Capital Management's American Tower position peaked at $689M in Q1 2017.
1,087 funds tracked by Wall St. Rank held American Tower as of Q3 2018.

Based on Highfields Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.